We are live on ! Find out more

987 hedge funds and large institutions have $27.9B invested in Xylem in 2024 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 336 increasing their positions, 359 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

228% more call options, than puts

Call options by funds: $78.9M | Put options by funds: $24.1M

159% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 49

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

10% more capital invested

Capital invested by funds: $25.4B → $27.9B (+$2.51B)

7% more funds holding

Funds holding: 922987 (+65)

6% less repeat investments, than reductions

Existing positions increased: 336 | Existing positions reduced: 359

2.77% less ownership

Funds ownership: 92.14%89.37% (-2.8%)

Holders
987
Holders Change
+65
Holders Change %
+7.05%
% of All Funds
14.22%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.14%
New
127
Increased
336
Reduced
359
Closed
49
Calls
$78.9M
Puts
$24.1M
Net Calls
+$54.9M
Net Calls Change
+$11.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AT
651
Arlington Trust
Alabama
$388K
MIM
652
Merrion Investment Management
New Jersey
$388K
WBC
653
Westpac Banking Corp
Australia
$385K
PPWP
654
Premier Path Wealth Partners
New Jersey
$380K +$967 +8 +0.3%
FFM
655
Fullerton Fund Management
Singapore
$380K +$355K +2,937 New
FBT
656
First Bankers Trust
Kentucky
$379K
RFC
657
Regions Financial Corp
Alabama
$377K +$22.2K +184 +7%
GM
658
GeoWealth Management
Illinois
$375K +$351K +2,902 New
Members Trust
659
Members Trust
Florida
$371K
DWA
660
Douglass Winthrop Advisors
New York
$368K
GIA
661
Gateway Investment Advisers
Ohio
$367K -$1.09K -9 -0.3%
BHIA
662
Birch Hill Investment Advisors
Massachusetts
$365K
SIA
663
Schechter Investment Advisors
Michigan
$365K -$5.44K -45 -2%
GL
664
Graypoint LLC
New York
$364K +$2.42K +20 +0.7%
ATPW
665
Ashton Thomas Private Wealth
Arizona
$362K -$19.2K -159 -5%
SCA
666
Snowden Capital Advisors
New York
$360K +$337K +2,786 New
LSAG
667
Lake Street Advisors Group
New Hampshire
$360K -$45.4K -376 -12%
AA
668
ALPS Advisors
Colorado
$355K +$332K +2,750 New
NERM
669
New England Research & Management
Illinois
$355K
MFS
670
Mirabella Financial Services
United Kingdom
$355K +$331K +2,736 New
PP
671
Paloma Partners
Connecticut
$354K +$331K +2,736 New
BWM
672
Blossom Wealth Management
California
$350K +$2.42K +20 +0.7%
PGFC
673
Peapack-Gladstone Financial Corp
New Jersey
$344K -$11.7K -97 -4%
FWM
674
FFT Wealth Management
Pennsylvania
$344K +$35.4K +293 +12%
FM
675
Family Management
New York
$344K

XYL Hedge Fund Activity: Q1 2024 in Review

987 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Xylem (XYL) for Q1 2024, worth a combined $27.9B — up 9.9% from $25.4B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new XYL positions and 49 closed out — a net gain of 78 holders — while 336 added to existing stakes and 359 trimmed.

The largest buyer was Artisan Partners, adding an estimated $303M. The largest seller was Morgan Stanley, cutting an estimated $556M.

  • 987 institutional investors held Xylem (XYL) as of Q1 2024, up from 922 in Q4 2023.
  • Funds reported $27.9B of Xylem stock for Q1 2024, up 9.9% quarter-over-quarter.
  • 127 funds opened new Xylem positions in Q1 2024 and 49 closed out, a net change of +78 holders.
  • The largest Xylem buyer in Q1 2024 was Artisan Partners, an estimated $303M added.
  • The largest Xylem seller in Q1 2024 was Morgan Stanley, an estimated $556M sold.

Based on aggregated 13F filings for Q1 2024.